How do I send a message or file to my clients?

You can either send messages to your client directly through their account or in the Messages section.

To send a message directly to the client:

  1. Navigate to the Clients > Client List section

  2. Select the client you wish to message

  3. Click on the Message Client button right underneath their profile name


To send a new message through the Messages tool:

  1. Navigate to Messages > Inbox

  2. Click on the orange pencil button in the top right-hand corner

To attach a file to a message:

You should be able to send csv, xlsx, or any file as long as it's not with .exe extensions and is within the 25mb file size limit.

See images below on where you will attach files and the view on the client's side.